Bailard, Inc.

Thanksgiving is more than just a feast—it’s an opportunity for meaningful conversations with your family. Kiplinger has republished an article by Michael Faust, CFA, Bailard’s President of Wealth Management, that’s as timely now as it was when he first wrote it. Mike offers thoughtful tips on bringing up important financial topics in a gentle, approachable way. Take a look: https://lnkd.in/eWRT298k   #FinancialPlanning #EstatePlanning #WealthManagement #ICYMI Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

Gen Z is redefining the future of investing and client engagement. In a recent Forbes piece, our CEO, Sonya Mughal, CFA, offered actionable insights for financial institutions looking to better connect with this forward-thinking generation. The article explores strategies, tools, and opportunities to foster meaningful relationships. Read the full piece from the Forbes Finance Council here: https://lnkd.in/gqMG-Mi7 Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

Receiving an #inheritance is often a complex, emotional journey. Bailard's Dave Jones, Director of Estate Strategy, recently shared his expertise with Business Insider on navigating the critical steps for inheritors. From starting essential family conversations to forming a solid, long-term #FinancialPlan, Dave provides actionable insights to help inheritors make thoughtful decisions and avoid common pitfalls. Explore the full article by Christine Ji to learn how to set up for financial success: https://lnkd.in/dbAkPMUD #FinancialPlanning #EstatePlanning     Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

Is now the right time for a Roth conversion? With tax law changes on the horizon, taking advantage of Roth IRA conversions can reduce your tax burden and create flexibility in retirement. Bailard’s Director of Financial Planning, Lena McQuillen, CFP®, breaks down the key factors to consider and how to make the most of this opportunity. Find out if a Roth conversion is right for you: https://lnkd.in/eeDGrhw6

As voters cast their ballots today, the tech sector faces a pivotal moment with forthcoming decisions on #antitrust, #NationalSecurity, and other regulations set to shape the industry’s landscape. Our Head of Technology Investing, Dave Harrison Smith, CFA, shared insights with Barron's, noting: “The threat of antitrust really does increase the amount of uncertainty around a particular stock, or a particular company.”   For more, read the full article here: https://lnkd.in/ewq7n9dQ      Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

Understanding the evolving roles of CEOs and CFOs is key to navigating today’s market landscape. In Bailard’s Q3 newsletter, Jon Manchester, CFA, CFP®, Chief Strategist, Wealth Management, explores how executive leadership changes, along with recent Federal Reserve actions, could impact your financial strategy. Read more about what’s shaping the markets: https://lnkd.in/eivGeRBm

Thinking about downsizing as you approach retirement? In her latest Kiplinger article, Bailard’s Director of Financial Planning, Lena McQuillen, CFP®, offers valuable guidance on the key factors to weigh before making the move. From potential cost savings to lifestyle adjustments, Lena covers what you need to know.   Read her full perspective here: https://lnkd.in/ezJqW7FN Kindly note: Bailard does not endorse or control, either expressly or implicitly, content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

How will we power the future demands of #AI?   In a recent article featured in U.S. News & World Report, Blaine Townsend, CIMA™ discusses how nuclear energy could play a key role. For insights on the investment and what it means for the future of energy, check out Matt Whittaker’s piece here: https://lnkd.in/e9kEvMPt   Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

“We continue to feel that cybersecurity is one of the best long-term secular growth tailwinds in technology today,” – Catch our Head of Technology Investing, Dave Harrison Smith, CFA, on Nasdaq #TradeTalks as he discusses the future of cybersecurity, the impact of #AI on the threat landscape, and opportunities for investors. Watch the full panel here: https://lnkd.in/df_naWmr #TechInvesting #Cybersecurity #ArtificialIntelligence Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

Trust and long-term wealth preservation don’t happen by accident. Bailard is honored to be named among Forbes and Shook Research's 2024 Top RIA Firms, securing a Top 100 spot out of 250 firms ranked. This recognition reflects the thoughtful approach and deep expertise we bring to managing and growing our clients’ wealth. Our commitment remains focused on delivering exceptional outcomes, safeguarding client wealth across generations, and building lasting partnerships. Find Forbes’ full list of America’s Top RIA Firms here: https://lnkd.in/gyRbJuW8   Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. These awards do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There was no cost to enter. Bailard ranked 90 out of 250 firms in the 2024 Forbes Top RIA Firms, announced in October. The ranking, developed by SHOOK Research, is based on qualitative interviews and quantitative data, weighing factors such as revenue trends, assets under management, compliance records, and industry experience. There were 46,212 nominations received, 25,103 invited to complete the online survey, and Bailard participated in one of 1,545 virtual interviews. More information is available here:  https://lnkd.in/gN37x7Fy